See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,427 |
Service code 26 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Participants) | $12,836 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,670 | $58,879-22.4% | $178,490-74.4% | $73,488-37.9% |
| Participation rate | 67.0% | 66.2%+0.8pp | 81.9%-14.9pp | 70.7%-3.6pp |
| Annual return | 8.37% | 24.86%-16.5pp | 151.07%-142.7pp | 28.51%-20.1pp |
| Employer contribution / active EE | $564 | $2,236-74.8% | $5,011-88.7% | $2,270-75.2% |
| Participant deferral / active EE | $2,603 | $2,567+1.4% | $5,202-49.9% | $3,740-30.4% |
| Admin fee / account holder | $211 | $400-47.3% | $13,984-98.5% | $513-58.9% |